Simfolio is a tool that shows you how all your investment accounts will grow together to give you an idea of your future net worth. Along with projections, the app lets you compare your account performance to benchmarks.
Hi Hunters, I created Simfolio to show people a clear pathway to wealth and financial freedom!
Simfolio will show you your projected wealth at certain time periods and let you compare how your accounts are growing versus popular market benchmarks.
Through my experience in the financial industry, I have come to realise that keeping on top of personal finances requires a lot of time, understanding and patience.
With the continual addition of new regulations, the surfacing of new investment vehicles and the wave of social media "financial advisers" - personal finance certainly isn't getting any easier!
I decided to start building Simfolio to give people the tools that will help them make better financial decisions on their own. My hope is that everyone will be wealthier and happier for it.
It's not easy, but it's a mission I care deeply for. If you have any ideas, questions, or feedback - please get in touch with me, I would love to hear from you!
and 🤖 Compatible
⚡ Can link to Bitcoin and Ethereum Wallets
🔒 Data is AES-256 encrypted
📈 Compare returns to S&P500, BTC, ETH and more
@_1_ras Hi Gleb, pleasure! At the moment, it's using future value equations with recurring annuities given your estimated growth rate for each account! It does this for every account, and then gives a wholistic view of how the total portfolio will grow over time.
The account insights analyse your accounts and give you insights on things you might be missing, like tax benefits, below inflation returns, asset diversity etc. I'm hoping to power this with some AI in future :)
Nice work, just wondering if there's a way to delete the demo account?
Also might be good if in setup you choose your country so that the correct currency, inflation rates, retirement ages, tax rates could be setup through the app, instead of having to go through all the settings and retirement fields searching for things to change.
@javaamonde Hi Juan, that's a great point about the deletion. I should make it easier to find (probably a tap and hold on the home page, and have a top right options menu within the account overview)
That's also a great idea re: choosing country and populating all the relevant fields! Thank you!
@wisanishilumani I really like this idea! Do you have a way for us to track your feature roadmap? The current feature set is a great start, so I'd love to know what you have planned.
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